SMALL BUSINESS LEARNING SESSIONS Spring 2015

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Register Today! Page 1

SMALL BUSINESS LEARNING SESSIONS

Spring 2015

If you’re starting or expanding a business and looking for direction, you can’t afford to miss these great training sessions designed to save you time and money.

Small Business Learning Sessions

Our sessions focus on a four main topics: QuickBooks Training, Marketing, Business Planning, and Money Skills. All sessions on this schedule will be held at Community Futures Central Alberta.

Our Presenters

All of our presenters are both professionals in their fields and knowledgeable about the topics.

Registration

Pre-registration is required for all sessions. This allows us to prepare materials in advance of the session.

Red Deer Location:

Community Futures Central Alberta 5013 – 49 Avenue, Red Deer, Alberta (403) 342-2055

For Registration:

Call us at (403) 342-2055 OR

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Spring 2015 Schedule at a Glance

February 2015

DATE TIME TITLE COST TOPIC

2 12:10-1:00 Lunchtime Learning – Preparing Your Start Up

Budget for Your Business Plan FREE Business Start-up 9 12:10-1:00 Lunchtime Learning – Preparing Your Marketing Plan

and Market Research for Your Business Plan FREE Business Start-up 13 9:00-12:00 Understanding Basic Bookkeeping $179.00 Bookkeeping 20 9:00-12:00 Introduction to QuickBooks $179.00* QuickBooks

March 2015

DATE TIME TITLE COST TOPIC

2 12:10-1:00 Lunchtime Learning – Preparing Your Cashflow for

Your Business Plan FREE Business Start-up

6 9:00-12:00 Beginner QuickBooks $179.00* QuickBooks 9 12:10-1:00 Lunchtime Learning – Preparing Your Start Up

Budget for Your Business Plan FREE Business Start-up 13 9:00-12:00 Advanced QuickBooks $179.00* QuickBooks 16 12:10-1:00 Lunchtime Learning – Preparing Your Marketing Plan

and Market Research for Your Business Plan FREE Business Start-up 23 12:10-1:00 Lunchtime Learning – Preparing Your Cashflow for

30 12:10-1:00 Lunchtime Learning – Preparing Your Start Up

Budget for Your Business Plan FREE Business Start-up

*Bundle the Introduction to QuickBooks and Beginner QuickBooks courses for only $299.00, or bundle the Introduction to QuickBooks, Beginner QuickBooks, Advanced QuickBooks and QuickBooks Payroll for $549.00.

**Money Skills modules are $50 each or $40 each if taking more than one module.

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April 2015

DATE TIME TITLE COST TYPE

15 1:00-2:30 Ready. Set. Go. Successful Marketing for Small

Businesses $60 Marketing

20 12:10-1:00 Lunchtime Learning – Preparing Your Marketing Plan

and Market Research for Your Business Plan FREE Business Start-up 22 1:00-3:00 Money Skills Module #1 – Personal Budgeting $50** Money Skills 27 12:10-1:00 Lunchtime Learning – Preparing Your Cashflow for

May 2015

DATE TIME TITLE COST TYPE

4 12:10-1:00 Lunchtime Learning – Preparing Your Start Up Budget

for Your Business Plan FREE Business Start-up 6 10:30-12:00 Get Clients in Your Backyard $60 Marketing

11 12:10-1:00 Lunchtime Learning – Preparing Your Marketing Plan

and Market Research for Your Business Plan FREE Business Start-up 13 1:00-3:00 Money Skills Module #2 – Living with Credit $50** Money Skills 22 9:00-12:00 QuickBooks Payroll $179.00* QuickBooks 25 12:10-1:00 Lunchtime Learning – Preparing Your Cashflow for

27 1:00-3:00 Money Skills Module #3 – Buying or Renting a Home $50** Money Skills

*Bundle the Introduction to QuickBooks and Beginner QuickBooks courses for only $299.00, or bundle the Introduction to QuickBooks, Beginner QuickBooks, Advanced QuickBooks and QuickBooks Payroll for $549.00.

**Money Skills modules are $50 each or $40 each if taking more than one module.

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LEARNING SESSION DETAILED INFORMATION

BUSINESS PLAN SESSIONS

Lunchtime Learning – Preparing Your Start up Budget for Your Business Plan

Learn how to create a budget for your business plan. The staff at Community Futures Central Alberta will explain the steps to figure out how much money you will need to open your business and keep your business operating.

Presenter: Community Futures Central Alberta Staff Offered on: February 2nd_{, March 9}th_{, March 30}th_{, May 4th}

12:10pm - 1:00pm

Cost: FREE (pre-registration is required)

Lunchtime Learning – Preparing Your Marketing Plan and Market Research for Your Business Plan

Learn how to create a marketing plan and how to gather market research. The staff at

Community Futures Central Alberta will explain what is needed for a marketing plan and why you should do market research before going into business.

Presenter: Community Futures Central Alberta Staff Offered on: February 9th_{, March 16}th_{, April 20}th_{, May 11}th

12:10pm - 1:00pm

Cost: FREE (pre-registration is required)

Lunchtime Learning – Preparing Your Cash Flow for Your Business Plan

Learn how to create a cash flow statement for your business plan. The staff at Community Futures Central Alberta will work with you to make sense of why you need a cash flow in your business plan and why it is important to understand it for your business.

Presenter: Community Futures Central Alberta Staff Offered on: March 2nd_{, March 23}rd_{, April 27}th_{, May 25}th

12:10pm - 1:00pm

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QUICKBOOKS TRAINING SESSIONS

All of our courses use QuickBooks 2012, which is installed on our computers. If you choose to bring your own laptop, please have the 2013 Pro version of QuickBooks loaded. If you are using our computers, please bring a flash drive so you can take a copy of your work home with you.

You will be provided with handouts of the information you are learning at each class. In order to attend any of the QuickBooks classes, you must have basic knowledge of bookkeeping. For example, you must know what the following functions are:

 Chart of Accounts  Accounts Receivable  Accounts Payable

 How to prepare a bank reconciliation  The difference between a debit and a credit

Pre-registration is required for all QuickBooks courses and full payment must be received no later than 4:30 p.m. the Tuesday prior to class. In order to run QuickBooks sessions, a

minimum of 4 participants must be registered.

Understanding Basic Bookkeeping

Join our certified Bookkeeper and QuickBooks trainer, Debbie Romkes, as she takes you through the basics of simple bookkeeping practices. Learn what a debit and credit is, explanations of the various areas in your financial statements, learn how to reconcile your bank and the importance of it, and basic transaction entering whether you are doing your books in an accounting program, or on a spreadsheet.

Presenter: Debbie Romkes, Aggregate Financial Solutions Offered on: February 13th

9:00 a.m. – 12:00 p.m.

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Introduction to QuickBooks

Learn how to get organized and started in the software. Specifics about what you will be learning are:

1. Learn how to set your QuickBooks file up properly  Initial file set up and activation

 Setting up your Chart of Accounts

 Setting your Preferences for the company  Setting up your customers and vendors 2. Learn how to maneuver in QuickBooks 3. Backing up and restoring your file

Presenter: Debbie Romkes, Aggregate Financial Solutions Offered on: February 20th

9:00 a.m. – 12:00 p.m.

Cost: $179.00 per class or bundle with Beginner QuickBooks for $299.00, or bundle all 4 QuickBooks classes for $549.00

(Pre-registration is required)

Beginner QuickBooks Training

This course will begin after your file is set up and you want to begin processing your

bookkeeping documentation. You will be taken through the accounting cycle covering sales, payables/payments, banking and GST. Basic accounting topics will be discussed as well. The following is a detailed outline:

1. Sales Transactions: sales receipts, create invoices, credit memos, receive payments from customers, apply discounts and credits, and create statements

2. Accounts Payable: enter bills, pay bills, printing cheques, enter credit card charges, pay the credit card, enter bills you paid personally and reimburse yourself

3. Bank and other reconciliations: how to prepare reconciliations 4. File a Sales Tax Return

5. QuickBooks reports: how to find the basic reports you might want to view

Presenter: Debbie Romkes, Aggregate Financial Solutions Offered on: March 6th

9:00 a.m. – 12:00 p.m.

Cost: $179.00 per class or bundle with Introduction to QuickBooks for $299.00, or bundle all 4 QuickBooks classes for $549.00

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Advanced QuickBooks Training

Individuals wishing to take this course need to have a background in using QuickBooks (taking the first two classes will help but there should be an element of practical experience). Join our certified QuickBooks trainer, Debbie Romkes, as she goes through some more advanced options in QuickBooks. Below is a detailed outline of some of the things you will learn in this course:

 Managing your “items”

 Setting up classes and using the job costing  Using the purchase orders

 An introduction to using the inventory in QuickBooks  Reporting

Presenter: Debbie Romkes, Aggregate Financial Solutions Offered on: March 13th

9:00 a.m. – 12:00 p.m.

Cost: $179.00 per class or bundle all 4 QuickBooks classes for $549.00

(Pre-registration is required)

Payroll QuickBooks Training

Learn how to set up the basic payroll file in your QuickBooks. You will learn how to do payroll item setup, employee set up, basic payroll processing, how to pay your CRA remittances and how to prepare ROE’s.

A subscription to QuickBooks Payroll is required to perform this function on your personal computer. This is available with Pro versions of QuickBooks.

Presenter: Debbie Romkes, Aggregate Financial Solutions Offered on: May 22nd

9:00 a.m. – 12:00 p.m.

Cost: $179.00 per class or bundle all 4 QuickBooks classes for $549.00

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MONEY SKILLS TRAINING

Module #1: Personal Budgeting

This module will provide the skills and tools to successfully create and meet your financial goals on a weekly, monthly and yearly basis. You will be introduced to ways to save money on monthly expenses and what to do with those excess funds. Some basic information on different types of accounts including chequing, savings accounts and investment options will be discussed.

Presenter: Community Futures Central Alberta Staff Offered on: April 22nd

1:00pm-3:00pm

Cost: $50 or $40 per session if taking two or more Money Skills modules

(pre-registration is required)

Module #2: Living with Credit

This module will discuss different types of credit and the advantages and disadvantages of each. Specific information will be provided on credit cards as well as managing your personal credit and how your credit report is used by money lenders.

Presenter: Community Futures Central Alberta Staff Offered on: May 13th

1:00pm-3:00pm

(pre-registration is required)

Module #3: Buying or Renting a Home

This module will review the buying process and understanding mortgage terminology. Specific information will be provided on mortgages and how they work and the cost of home ownership.

Presenter: Community Futures Central Alberta Staff Offered on: May 27th

1:00pm-3:00pm

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MARKETING

Ready. Set. Go. Successful marketing for small businesses.

Marketing isn’t just about selling your product: it’s about establishing relationships. It’s about connecting with someone who should know about your products or services and then creating rapport, getting them to like and trust you. In this class, you will learn about the successful tools that make up the simple, effective, and affordable Marketing System for small businesses.

Topics included:

 Creating a corporate brand  Defining your ideal client  Differentiating your business

 Creating a selling system and engaging your clients

 Establishing an online presence through a website, social media and content marketing

Presenter: Kerstin Heuer, Heuer Design Offered on: April 15th

1:00-2:30 pm

Cost: $60.00 (Pre-registration is required)

Get Clients in Your Backyard.

In this class, you will learn how to win clients in your local area – with a limited marketing budget. Learn unique strategies on how to engage clients, market your business and stand out among your competitors.

Topics covered will include:

 Setting up a referral system – encourage your clients to market your business

 Looking beyond advertising to learn about hub marketing, networking events and webinars  To tweet or not to tweet? Twitter, Facebook, LinkedIn, Pinterest, Instagram, YouTube... Learn how to develop a social media strategy and identify the best form of social media for your business.

Presenter: Kerstin Heuer, Heuer Design Offered on: May 6th

10:30-12:00 pm